Our Customized Process

In our initial meeting, we will start by listening.

You’ll see this often in our approach – in order to help you, we need to understand your specific situation – there are no good cookie cutters when it comes to building an effective financial future.

We need to know what you like and don’t like about your current plan, what you think a good financial planner is all about, how you make decisions, and in what form (charts, spreadsheets, text) you’d like to see our recommendations.

What we won’t do in our first meeting is discuss any particular investment, financial product, or specific recommendation. There is plenty of time for that after we make sure we understand your goals.

The Next Steps

After the first meeting, you will do a little homework and fill us in on your key financial details. Then, at our second meeting, we’ll share our findings and discuss how we can work together.

Then, we’ll discuss investment options. We’ll cover your current investment strategies and talk about alternatives that you may not have considered. We’ll demonstrate the pros and cons of different investment approaches.

We’ll also discuss your insurance protection strategy. There is little sense in saving, investing wisely, and then risking your assets with too little insurance or the wrong kind.

We’ll bring it all together!

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